LMIAX Mutual Fund

LMIAX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
+2.70%
3 Months
-0.36%
6 Months
-1.04%
YTD
-0.41%
1 Year
+0.22%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.32%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
-0.87%
vs Peers
+0.45%

LMIAX Mutual Fund Performance

LMIAX performance across multiple time periods: 1-month 2.70%, YTD -0.41%, 1-year 0.22%, 3-year 3.60%, 5-year 0.32%, 10-year 1.23%.

LMIAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

LMIAX vs another fund shows side-by-side returns. LMIAX alternatives are available in the Mutual Fund Screener.